Travis Poulos, CFP®
Regional Vice President
Nikki Ivins
Sr. Client Development Associate
Alexandra Mendoza
Financial Planner
Jake Springer
Financial Planner
Lindsay Stuart, CFP®
Sr. Financial Planner
Rob Horwitz, CFP®
Sr. Financial Planner
Hans Doorn, CPA
Director, Tax Services
Kimberly Brush, EA, LTC
Sr. Tax Associate
Lucas Verstegen
Sr. Tax Manager
Theresa Bedard
Manager, Portfolio Consultant
Allison Lathrop
Manager, Client Service
Brittani Woodruff
Sr. Client Service Specialist
Carolyn Ann Muller
Client Service Specialist
Chris Lang
Client Service Specialist
Erin Larsen
Client Service Specialist
Erin Wheatcraft, FPQP™
Client Service Manager, Wealth Path Group
Jill Abell
Sr. Client Service Specialist
Korina Kaio-Maddox
Manager, Client Service
Laurie Macielinski
Sr. Client Service Specialist

